Rare earth magnet supply disruption from China
Continued supply of rare earth magnets from China is uncertain; any delay could seriously impact EV production by July 2025.
BAJAJAUTO / Q4-FY25 / risks
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Bajaj Auto · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Currency headwinds and commodity inflation in Q1 FY26
CFO noted that USD/INR realizations have softened, and aluminum prices have surged, which could weigh on margins in the near term.
KTM turnaround execution risk
While Bajaj intends to take control of KTM, regulatory approvals are pending, and the turnaround plan is yet to be implemented. CY25 will be a year of restoring normalcy, with results expected only in CY26.
Domestic market share erosion in 125cc+ segment
Market share in the 125cc+ segment declined from 26% to 24% in FY25 due to competitive launches. Countermeasures are in place but recovery is not guaranteed.